The Financial Forum welcomes Tim Kallas, JoJo Cresci, David Krakauer, and Andrea Shieh of Mercer Advisors to the Event Center on Friday, December 13th, at 10 AM. Their topic will be Post-Election Update and 2025 Outlook. Ming Chen of Charles Schwab's Walnut Creek office will introduce them.
Tim Kallas, SVP of Channel Sales, has worked for over 20 years managing Institutional Equity Sales and trading desks for major banks. He has a BA from Cal Poly, Pomona and served honorably as a US Infantry Ranger officer.
JoJo Cresci, senior wealth Advisor, has a dual master's degree from the London School of Economics and the University of Southern California.
David Krakauer, Senior Director of Portfolio Management for Mercer Advisors, was the former Chief Information Officer for Epstein and White. He has a BA from the State University of New York at Albany.
Andrea Shieh, Senior Investment Strategist, has a BS in Finance from the University of Delaware and is credentialed as a CFP and CIMA.
The Financial Forum is a 501 (C)3 whose mission is to educate its members in all finance matters, including wealth management, estate planning, real estate, insurance, long-term care, elder abuse, fraud, and identity theft. Donations are welcomed and greatly appreciated.
This is a members-only event, and Charles Schwab will provide a continental breakfast. To make a reservation, please press the Register button. For more information on the speakers or to learn how to become a member, please contact Joe Hoffman at 925-954-7912.
